See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 4-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $8,720 |
LEO MECHANICAL SERVICE INC1+ years Filed as: LEO BROKERAGE LLC Service code 55 · EIN 75-2856929 | Other Commissions | $3,726 |
Filed as: NORTHWESTERN MUTUAL INVESTMENT Service code 55 · EIN 52-2114207 | Other Commissions | $3,390 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,818 | $59,805-43.5% | $79,550-57.5% | $68,494-50.6% |
| Participation rate | 90.3% | 61.1%+29.3pp | 69.5%+20.8pp | 67.9%+22.4pp |
| Annual return | -19.04% | -12.30%-6.7pp | 0.16%-19.2pp | -7.84%-11.2pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,413-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,686 | $3,024+21.9% | $3,985-7.5% | $4,027-8.5% |
| Admin fee / account holder | $110 | $4,835-97.7% | $6,832-98.4% | $5,403-98.0% |